Report Work Order Output by Item Routing

Overview

In GoldFinch ERP, the raw material consumption and the output from a Work Order can be reported in one of two ways:

• Report output for all Item Routings: by default, the same Production Journal can be used to report the output and consumption for all Item Routings and Item Formulas (aka Raw Materials) on the Work Order.

• Report output for each Item Routing: A Production Journal can be used to report the output and consumption for each Item Routing (i.e. one Production Journal per Item Routing Work Line).

The following steps will guide you on how to set up GoldFinch to create a Production Journal that reports output and consumption for each Item Routing Work Line.

Note: The Report Work Order Output by Item Routing feature will not work for Outside Services. To report Outside Services, refer to Process Outside Services.

Setup

• Output Item - Check Report Output by Routing on the Output Item's record.

• Item Routing - Confirm that each of the Output Item's Item Routings has a unique Operation Number.

If Report Output by Routing is checked for an output item, the last routing step of the output item cannot be an Outside Service.

• Item Formula - If necessary, link each Item Formula record (aka raw material) to an Item Routing by entering the Operation Number of the Item Routing.

Create a Work Order

• Follow the standard procedure for Creating a Work Order.

• By default, each Work Order Line (aka Work Line) will have: 

  • a Line Status of Open, and;

  • the Output Quantity equal to the Output Quantity on the Work Order.

Create a Production Journal

• Follow the standard procedure for Creating a Production Journal. GoldFinch will create a Production Journal for the first open Item Routing Work Line.

• Raw Materials:

  • Raw materials that are linked to the Item Routing Work Line will be added to the Production Journal.

  • Raw materials that are not linked to any Item Routing Work Line will only be added to the Production Journal created for the last Item Routing Work Line.

• Quantities:

  • By default, the Input Quantity for each Production Journal will be equal to the previous Production Journal's Output Quantity.

  • The Expected Consumption Quantity of both the Item Routing and raw materials is based on the Input Quantity on the Production Journal, which is an editable field. If a Scrap % is defined on the Item Formula, the Expected Consumption Quantity will be increased by the Scrap Quantity.

  • The Production Journal's Output Quantity is also an editable field. Changing the Production Journal's Output Quantity will not update the Expected Consumption Quantity of either the Item Routing or the raw materials. 

• Work Line Status:

  • When a Production Journal is created, the Work Line Status of the related Item Routing and raw materials is changed to WIP.

  • When a Production Journal is posted, the Work Line Status of the related Item Routing and raw materials is changed to Finished. The Output Quantity on the Work Line will also be updated for both the Item Routing and the raw materials.

• Posting to Inventory:

  • Raw material consumption will be posted to Inventory after each Production Journal is posted.

  • The Output Quantity will not be posted to Inventory until the last Production Journal is posted.

  • The Last Operation field will be checked when a Production Journal is created for the last Item Routing Work Line.

  • If the Last Operation field is checked, when the Production Journal is posted, the Output Quantity will be posted to Inventory.